NOTE icon

FiscalNote

75 hedge funds and large institutions have $72.6M invested in FiscalNote in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
29
Reduced
11
Closed
6
Calls
$122K
Puts
$2K
Net Calls
+$120K
Net Calls Change
+$90K
Name Holding Trade Value Shares
Change
Shares
Change %
AQR Capital Management
51
AQR Capital Management
Connecticut
$15K -$7.65K -498 -34%
MML Investors Services
52
MML Investors Services
Massachusetts
$15K
ProShare Advisors
53
ProShare Advisors
Maryland
$14.6K +$14.6K +948 New
HSBC Holdings
54
HSBC Holdings
United Kingdom
$14.4K +$14.4K +938 New
Russell Investments Group
55
Russell Investments Group
United Kingdom
$13.6K +$8.66K +564 +177%
NA
56
NewEdge Advisors
Louisiana
$12.8K +$12.8K +833 New
TRCT
57
Tower Research Capital (TRC)
New York
$9.48K -$12.4K -807 -57%
Citadel Advisors
58
Citadel Advisors
Florida
$8.65K +$8.65K +563 New
Legal & General Group
59
Legal & General Group
United Kingdom
$8.22K
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$8K +$872 +58 +12%
SSB
61
Sandy Spring Bank
Maryland
$7.1K
Fidelity Investments
62
Fidelity Investments
Massachusetts
$7.06K -$4.5K -293 -39%
AIP
63
Ameritas Investment Partners
Nebraska
$6.58K
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$5.59K
CA
65
CoreCap Advisors
Michigan
$3.1K +$3.1K +202 New
AB
66
Amalgamated Bank
New York
$3K
Federated Hermes
67
Federated Hermes
Pennsylvania
$2.33K +$2.33K +151 New
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$1K +$571 +32 +133%
Group One Trading
69
Group One Trading
Illinois
$698
AAP
70
Arax Advisory Partners
Colorado
$662
Nisa Investment Advisors
71
Nisa Investment Advisors
Missouri
$352 +$275 +18 +360%
CPA
72
Capital Performance Advisors
California
$348 +$348 +23 New
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$116
SCM
74
Sterling Capital Management
North Carolina
$81 +$81 +5 New
GRP
75
Global Retirement Partners
California
$19